SG Americas Securities LLC Has $1.19 Million Stake in Atlas Energy Solutions Inc. $AESI

SG Americas Securities LLC increased its stake in shares of Atlas Energy Solutions Inc. (NYSE:AESI) by 106.4% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 126,221 shares of the company’s stock after acquiring an additional 65,072 shares during the period. SG Americas Securities LLC owned 0.10% of Atlas Energy Solutions worth $1,189,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. EverSource Wealth Advisors LLC acquired a new position in shares of Atlas Energy Solutions during the 2nd quarter valued at about $25,000. Quarry LP acquired a new position in shares of Atlas Energy Solutions during the 3rd quarter valued at about $26,000. Centerpoint Advisors LLC increased its holdings in shares of Atlas Energy Solutions by 270.6% during the 3rd quarter. Centerpoint Advisors LLC now owns 2,850 shares of the company’s stock valued at $32,000 after acquiring an additional 2,081 shares during the last quarter. BNP Paribas Financial Markets increased its holdings in shares of Atlas Energy Solutions by 43.4% during the 2nd quarter. BNP Paribas Financial Markets now owns 7,823 shares of the company’s stock valued at $105,000 after acquiring an additional 2,369 shares during the last quarter. Finally, Tower Research Capital LLC TRC increased its holdings in shares of Atlas Energy Solutions by 34.8% during the 2nd quarter. Tower Research Capital LLC TRC now owns 8,954 shares of the company’s stock valued at $120,000 after acquiring an additional 2,314 shares during the last quarter. Institutional investors and hedge funds own 34.59% of the company’s stock.

Insider Buying and Selling

In other Atlas Energy Solutions news, major shareholder Chris Scholla sold 8,912 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $11.79, for a total value of $105,072.48. Following the sale, the insider owned 567,972 shares of the company’s stock, valued at $6,696,389.88. This trade represents a 1.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Gregory M. Shepard sold 130,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $11.98, for a total value of $1,557,400.00. Following the completion of the sale, the insider directly owned 7,421,210 shares in the company, valued at $88,906,095.80. This trade represents a 1.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 238,912 shares of company stock worth $2,837,472 in the last ninety days. Insiders own 15.98% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Barclays increased their price objective on Atlas Energy Solutions from $11.00 to $12.00 and gave the company an “underweight” rating in a report on Monday. Stifel Nicolaus set a $13.00 price objective on Atlas Energy Solutions in a report on Tuesday, February 24th. Citigroup lowered their price objective on Atlas Energy Solutions from $11.00 to $10.40 and set a “neutral” rating on the stock in a report on Tuesday, December 23rd. The Goldman Sachs Group increased their price objective on Atlas Energy Solutions from $8.00 to $9.00 and gave the company a “sell” rating in a report on Wednesday, March 4th. Finally, Royal Bank Of Canada increased their price objective on Atlas Energy Solutions from $12.00 to $13.00 and gave the company a “sector perform” rating in a report on Thursday, April 2nd. Two analysts have rated the stock with a Buy rating, four have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Reduce” and a consensus target price of $11.91.

Trending Headlines about Atlas Energy Solutions

Here are the key news stories impacting Atlas Energy Solutions this week:

• Positive Sentiment: Stephens reaffirmed a buy rating on AESI, supporting bullish investor views that the company’s operating outlook or valuation still merits upside. Stephens Remains a Buy on Atlas Energy Solutions (AESI)
• Neutral Sentiment: Context pieces and earnings commentary compare AESI’s Q4 results to peers — useful for longer‑term thesis but not an immediate catalyst. Unpacking Q4 Earnings: Atlas Energy Solutions (NYSE:AESI) In The Context Of Other Oilfield Services Stocks
• Negative Sentiment: The company priced an upsized private placement of convertible senior notes totaling $390M due 2031 at a 0.50% coupon — investors are selling on dilution concerns and potential share issuance if conversions occur. The low coupon reduces near‑term cash interest burden, but the size and convertibility are the main negative for the stock. Atlas Energy Solutions Inc. Announces Pricing of Upsized $390 Million Private Placement of 0.50% Convertible Senior Notes Due 2031
• Negative Sentiment: Initial offering news and subsequent market coverage drove intraday selling and headlines that AESI shares were trading lower; several outlets flagged the convertible-debt news as the trigger. Why Atlas Energy Solutions (AESI) Shares Are Trading Lower Today
• Negative Sentiment: Barclays reaffirmed an underweight/sell view on AESI (while raising its price target modestly to $12), which reinforces downside sentiment among institutional sellers even though the PT change is small. Barclays Reaffirms Their Sell Rating on Atlas Energy Solutions (AESI)

Atlas Energy Solutions Stock Performance

AESI opened at $11.20 on Wednesday. The firm has a market capitalization of $1.39 billion, a P/E ratio of -27.99 and a beta of 0.62. The stock’s 50 day moving average price is $12.00 and its two-hundred day moving average price is $10.92. The company has a quick ratio of 1.16, a current ratio of 1.46 and a debt-to-equity ratio of 0.47. Atlas Energy Solutions Inc. has a 12-month low of $7.64 and a 12-month high of $14.93.

Atlas Energy Solutions Profile

Atlas Energy Solutions (NYSE: AESI) is an independent energy infrastructure company specializing in the development and operation of low-carbon and renewable natural gas (RNG) projects alongside complementary clean energy offerings. Through its diversified platform, the company seeks to deliver decarbonization solutions across heavy-duty transportation and industrial markets, leveraging technologies that reduce greenhouse gas emissions while providing reliable fuel and energy services.

The company’s core business activities encompass four primary segments.